Sales Assistant - Commercial Services

MIDLAND STATES BANK; St. Louis (MO); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare benefits

Well-being benefits

Paid time off

Employee Stock Purchase Plan

Company 401(k) match

NQDC plan

Job summary

Midland States Bank is seeking a Sales Assistant-Commercial Services to support Relationship Managers by maintaining existing clients and assisting in acquiring new clients through proposals and document generation. The role handles account services, processes documentation, and records interactions in Salesforce.

The position collaborates with Support, Treasury Management, and Operations, with occasional travel to market locations as needed. This is an on-site role based in Missouri.

Qualifications

• Associate degree in business or related field.
• 2 years of financial services experience.
• 2 years of bank operations experience.
• Experience in treasury management strongly preferred.
• Strong oral, written, and interpersonal communication skills.
• Strong organization and time management skills.
• Strong attention to detail.
• Ability to work independently and as part of a team.

Responsibilities

• Assist Commercial Services Relationship Managers with maintenance of existing clients and aid in acquisition of new clients through proposals and document generation.
• Maintain and administer existing account services and search for opportunities to expand relationships.
• Prepare documentation for new and existing business accounts and ensure accurate processing in the system.
• Ensure all required documentation for business accounts is properly executed, scanned, and indexed in the system.
• Process daily overdraft reports for Commercial Services Relationship Managers.
• Track and respond to Pricing and Risk Ticklers and ensure timely processing.
• Resolve operational problems reported by customers in a timely manner.
• Work with Credit to establish and maintain current risks and limits for Commercial Services Products.
• Prepare and execute agreements and implementation documentation to establish new customers in our systems.
• Order Remote Deposit Capture scanners on clients' behalf.
• Gather background information for potential customers for Relationship Managers.
• Record all relevant customer interactions and requests in Salesforce.
• Review monthly Account Analysis Statements for pricing and fees.
• Process debit card requests for new and existing clients with Support and Operations.
• Assist in providing bank statements and account analyses to clients.
• Serve as a liaison with Retail to enroll clients into Commercial Services and products.
• Collaborate with Operations and Support to process check orders.
• Occasional travel for training and team meetings; willingness to travel to market locations.
• Maintain compliance with applicable regulations including BSA.
• Other duties as assigned.

Skills

Communication skills

Organization

Attention to detail

Teamwork

Independent work

Education

Associate degree in business

Job description

Sales Assistant - Commercial Services

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.

Salary Range: $20.50 - $24.50 per hour

Position Summary

The Sales Assistant-Commercial Services focuses on assisting Commercial Services Relationship Managers with the maintenance of existing clients and aids in the acquisition of new clients through proposal and document generation, etc. This position is responsible for maintaining and administering existing account services and searching for opportunities to expand existing relationships. This position is an individual contributor role, and works independently with a moderate amount of supervision from Relationship Managers, Team Leaders, and Sales Managers.

Primary Accountabilities

• Completes account maintenance requests and ensures proper authorization for Operations or Support representatives.
• Collaborates with Commercial Services Support and Treasury Management Ops teams to provide assistance to current clients with Commercial Service products.
• Prepares documentation for new and existing business accounts, ensuring accurate processing within the system.
• Ensures all required documentation for business accounts are properly executed, scanned, and indexed within Synergy.
• Processes daily overdraft reports for Commercial Services Relationship Managers.
• Tracks and responds to all Pricing and Risk Ticklers, ensuring timely processing and resolution.
• Resolves operational problems reported by customers in a timely manner.
• Works with Credit to establish and maintain current risks and limits for Commercial Services Products.
• Prepares and executes agreements, implementation documentation, and processes/procedures to establish new customers on our systems.
• Orders Remote Deposit Capture scanners on clients behalf.
• Gathers background information for potential prospective customers to provide to Commercial Services Relationship Manager(s) when requested.
• Records all relevant customer interaction and requests in Salesforce.
• Reviews business accounts in a dormant or pre-dormant status and reaches out to clients to follow the dormant status removal process.
• Collaborates with Service and Operations teams, Product Management, and Relationship Managers to address and resolve consistent issues.
• Reviews monthly Account Analysis Statements for accuracy of pricing and fee application for current clients.
• Processes debit card requests for new and existing clients in collaboration with Support and Operations.
• Assists in providing bank statements and account analysis statements to internal and external clients.
• Serves as a liaison with Retail to enroll new and existing clients into Commercial Services and products.
• Collaborates with Operations and Support to process check orders for new and existing clients.
• The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
• May require work in a Midland office to ensure collaboration and support of internal and external customers.
• Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
• Other duties as assigned.

Position Qualifications

Education / Experience:

• Associate degree in business or a related field.
• 2 years of financial services experience.
• 2 years of bank operations experience.
• Experience in treasury management strongly preferred.
• Strong oral, written, and interpersonal communication skills.
• Strong organization and time management skills.
• Strong attention to detail.
• Ability to work independently and as part of a team.

Competencies:

• Business insight
• Cultivates innovation
• Drives results
• Makes sound decisions
• Being a brand champion
• Collaborates
• Communicates effectively
• Customer focus
• Being Authentic
• Emotional Intelligence
• Self development
• Being flexible and adaptable

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at [e-mail].

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affinity Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at [e-mail].

Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.

Equal employment opportunity, including veterans and individuals with disabilities.